Kudos to MMs

Discussion in 'Chit Chat' started by nitro, Oct 23, 2008.

  1. nitro

    nitro

    "FV" ~912
     
    #961     Oct 19, 2009
  2. nitro

    nitro

    The 1 x 2 spread is hanging in there. Most of the credit that I got from initiating the position [I had the 1060 put already when I initiated the ratio spread, but if I didn't and payed mid for the 1060, it would have cost me at the time $19.00, with the price of the 1025 mid at $10.80] is gone.

    At the time of inception, the spread had a net credit of $21.60 - $19.00 = + $2.60 [2 x $10.80 - $19.00]. At the time of this writting, mid on the 1025s is $6.65 and mid on the 1060 is $12.60. So the 1 x 2 value is now $13.30 - 12.60 = .70. Hence I am down $2.60 - .70 = $1.90 from trade inception.

    I am considering morphing to the broken wing butterfly by buying one unit of the 1015 puts. I will evaluate this after 1:00 CST.
     
    #962     Oct 19, 2009
  3. nitro

    nitro

    No trade. Will consider it again tomorrow at same time.

    Puts got spanked today. Vola is getting cheap.
     
    #963     Oct 19, 2009
  4. nitro

    nitro

    "FV" ~911
     
    #964     Oct 20, 2009
  5. nitro

    nitro

    Real estate is location, location, location.
    Trading is Timing, timing, timing.

    I am 90 delta to put on the broken wing butterfly by buying the 1015 put. But when is the question? Too late and all I am doing is making it more expensive on myself. Too soon and ...

    I am going to stick to my guns, and wait to evaluate. Generally, the rule is you don't buy puts on Wednesday or later, but I am not too worried about that.
     
    #965     Oct 20, 2009
  6. nitro

    nitro

    Bought one unit of the NOV 1015 put for $5.80. I now have a broken wing butterfly on.
     
    #966     Oct 20, 2009
  7. nitro

    nitro

    "FV" ~920
     
    #967     Oct 21, 2009
  8. nitro

    nitro

    Holding all positions steady, i.e, the broken wing butterfly.

    I am going to raise the delta of a raise at next FED meeting to 5 delta. This may as well be zero, but in some parallel universe, the FED raises rates by .25 at the next meeting.

    From this coming meeting on, the delta that the FED raises goes up by 5 delta, so that by Mach of next year, we are at about 25 delta of a .25 point FED raise.
     
    #968     Oct 21, 2009
  9. Daal

    Daal

    >we are at about 25 delta of a .25 point >FED raise.

    I'm 99 delta this wont happen. The fed would not be buying mortgages and saying they will keep rates low for an extended period then raise rates. Dude, they still havent even removed 'extended period', they STILL buying mortgages in the open market. Do you understand what this means?This means they are trying to go bellow 0% through balance sheet expansion. There is almost 0 chance of fed hikes in the next 6 months and the spread in fed futures on the backs to the front is almost free money(which I'm picking up)
     
    #969     Oct 21, 2009
  10. nitro

    nitro

    Right now you are catching nickles and dimes falling from the sky. When that turns into an anvil falling from the sky you have to catch, you will give back all the nickles and dimes, and there may be a crater where you stood.
     
    #970     Oct 21, 2009